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Troy Alan Muckerheide 10,000
Brent Elvin Phillips 10,000
Brian Paul Phillips 10,000
Kevin Scott Phillips 10,000
Shauna Sue Shigeta 10,000
Derek Lee Thompson 10,000
Jason Rubin Thompson 10,000
Shelly Lusandra Thompson 10,000
Todd Marvin Thompson 10,000
Sandra S. Thompson 11/1992 61,666
Sharon K. Phillips 61,667
Robyn Muckerheide 61,667
1Robyn Muckerheide, Sharon K. Phillips, and Sandra S. Thompson are
decedent’s three daughters. Leo Muckerheide, J. Richard Phillips, and Marvin R.
Thompson are decedent’s daughters’ husbands, respectively. The remaining donees
are decedent’s grandchildren or related trusts.
With the exception of the November 1992 gifts, decedent
transferred the gifted funds by personal check. The November
1992 gifts consisted of stock.
On December 22, 1987, pursuant to Mr. Walker’s advice,
decedent, while domiciled in Oregon, executed and delivered to
Ms. Thompson a durable power of attorney4 (December 22, 1987,
power). The December 22, 1987, power was a standard form (Form
No. 853) preprinted by the Stevens-Ness Law Publishing Co.,
Portland, Oregon. The power appointed Ms. Thompson as attorney-
in-fact and granted her specific enumerated powers. Mr. Walker
advised decedent that the power would allow Ms. Thompson to do
anything decedent could do. Relevant portions of the December
22, 1987, power read as follows:
KNOW ALL MEN BY THESE PRESENTS, That I, Suzanne C.
Pruitt have made, constituted and appointed and by
these presents do make, constitute and appoint Sandra
4The parties stipulated that each of the powers of attorney
was a durable power under Oregon law.
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